Mergers and Acquisitions

336 topics in this forum

1. Plan Merger Following Acquisition and Service Credit

   By ERISA Biker, May 19
   • 4 replies
   • 332 views
   • 
   • Brian4
   • May 24

2. ASG?

   By kcbirm, May 4
   • 3 replies
   • 274 views
   • 
   • shERPA
   • May 4

3. Can a SIMPLE IRA be merged into a 401(k)

   By Vlad401k, March 2
   • 5 replies
   • 481 views
   • 
   • Vlad401k
   • March 6

4. Successor Plan Sources

   By Vlad401k, February 7
   • 3 replies
   • 314 views
   • 
   • Vlad401k
   • February 17

5. Dealing with Entry Dates when Crediting Prior Service

   By 401 Chaos, December 2, 2016
   • 3 replies
   • 710 views
   • 
   • Mike Preston
   • December 2, 2016

6. Merging Plans on two different vesting schedules

   By Alex Daisy, October 14, 2016
   • 1 reply
   • 583 views
   • 
   • Alex Daisy
   • October 14, 2016

7. Terminating Seller Welfare Plans Immediately Prior to a Stock Deal

   By 401 Chaos, October 4, 2016
   • 0 replies
   • 365 views
   • 
   • 401 Chaos
   • October 4, 2016

8. Sponsoring ER Sold - Adopting ER no longer part of control group

   By Spodie, August 10, 2016   

   • Spin-off
   • Plan termination
   • (and 1 more)

     Tagged with:

     • Spin-off
     • Plan termination
     • Acquisition
   • 2 replies
   • 597 views
   • 
   • Spodie
   • August 11, 2016

9. Merger of two safe-harbor plans, different formulae

   By Zorro1k, May 17, 2016   

   • merger
   • safe
   • (and 2 more)

     Tagged with:

     • merger
     • safe
     • harbor
     • safe-harbor
   • 2 replies
   • 802 views
   • 
   • actuarysmith
   • July 22, 2016

10. Audit Fees for merged plan

    By JoeS, July 12, 2016
    • 0 replies
    • 296 views
    • 
    • JoeS
    • July 12, 2016

11. VCP during Transition Period

    By IhrtERISA, July 6, 2016   

    • Transition period
    • VCP
    • (and 1 more)

      Tagged with:

      • Transition period
      • VCP
      • 410(b)(6)
    • 6 replies
    • 562 views
    • 
    • Griswold
    • July 11, 2016

12. A buys "No-plan" B in asset sale. A has 401(k) plan

    By Florida1, June 30, 2016   

    • mergers and acquisitions
    • 401(k) Plans
    • (and 2 more)

      Tagged with:

      • mergers and acquisitions
      • 401(k) Plans
      • Plan Document Amendments
      • eligibility
    • 4 replies
    • 476 views
    • 
    • Florida1
    • July 1, 2016

13. Final Form 5500 After Asset Purchase??

    By kmhaab, April 28, 2016   

    • Form 5500
    • plan termination
    • 1 reply
    • 615 views
    • 
    • Lou S.
    • April 28, 2016

14. termination of plan after acquisition

    By WCC, January 7, 2016
    • 3 replies
    • 1,083 views
    • 
    • Laurence Oman
    • January 27, 2016

15. Plan Merger - Top-Paid Election

    By rocknrolls2, January 22, 2016
    • 0 replies
    • 479 views
    • 
    • rocknrolls2
    • January 22, 2016

16. Board Resolution for Merger

    By khn, January 21, 2016
    • 3 replies
    • 526 views
    • 
    • K2retire
    • January 21, 2016

17. Merging funds

    By khn, January 15, 2016
    • 2 replies
    • 464 views
    • 
    • ESOP Guy
    • January 15, 2016

18. SH Plan and Asset Sale - how to structure

    By cheersmate, June 5, 2015   

    • Asset Sale
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Asset Sale
      • Safe Harbor
      • Asset Purchase
    • 3 replies
    • 1,228 views
    • 
    • cheersmate
    • December 22, 2015

19. Difference Between Spin-off and Transfer of Assets and Liabilities

    By 401 Chaos, December 9, 2015
    • 2 replies
    • 1,723 views
    • 
    • 401 Chaos
    • December 11, 2015

20. M&A Mapping considerations

    By bmore1147, November 25, 2015   

    • QDIA mapping merger
    • 8 replies
    • 893 views
    • 
    • bmore1147
    • December 1, 2015

21. Buyer acquires company with existing plan; merge or keep separate?

    By Bird, November 9, 2015
    • 1 reply
    • 592 views
    • 
    • MoJo
    • November 9, 2015

22. Spin off and Merger

    By PFranckowiak, November 9, 2015
    • 0 replies
    • 603 views
    • 
    • PFranckowiak
    • November 9, 2015

23. Controlled Group with non-profit

    By Gilmore, October 20, 2015
    • 0 replies
    • 575 views
    • 
    • Gilmore
    • October 20, 2015

24. Asset Sale - Buyer Assumption

    By sdix401k, October 6, 2015
    • 1 reply
    • 603 views
    • 
    • QDROphile
    • October 15, 2015

25. Merger when only one company has a plan

    By 52626, October 7, 2015
    • 0 replies
    • 575 views
    • 
    • 52626
    • October 7, 2015